Free estate planning webinar – Wednesday, November 16, 2011 at 7:00 p.m EST. You can’t imagine the chaos that can be caused by a bad will. Your family can be torn apart if you make a will that is not valid. All of your relatives may have…
Read full article
Margo had three sons. Tom and Terry were twins from her first marriage and Stevie from her second. Stevie dropped out of school to play guitar. He never really got a job to support himself. Margo let Stevie live at home with her until she died. Her…
Read full article
I am going to talk to you about money. Money is what people fight over. Sure, they may use other excuses, but what everything boils down to is money or what it represents. My perspective, as a lawyer, is different. I do estate planning but also help…
Read full article
It’s summer and everyone gets invited to a wedding. Did you know that a marriage revokes all wills? There are exceptions for those wills expressly made in contemplation of marriage to a new spouse. In a Second Marriage Marriage creates new property, support and tax rights for…
Read full article
Key 7: Take Action Now John and Jillian, both in their 30s, were going on vacation. They were leaving behind Heather, their five-year old daughter, for the first time. Suddenly they realized that they had no will, guardian, or trust set up for their daughter. They needed…
Read full article
Key 5: Stop People from Fighting Over Your Money Jack worked hard to earn his money as the owner of a small printing business. “I can do whatever I want with my money!” he said. Do you think Jack is right? You may not realize that people…
Read full article
Key 4: Choose Executors to Handle Your Estate Imagine you have a daughter, Ann, an accountant, who lives far away on the west coast. You have another child, Bob, still living at home with you. Who should be the executor to guard your estate? Should it be…
Read full article
Key 3: Quickly Prepare a Proper Will Simon had no clue how to divide up his estate. He was going on a trip to Dallas and wanted to make a will before he left. He wondered, “If I leave $25,000 to Billy and $25,000 to Sally, will…
Read full article
Key 1: Start Right to Finish Right You don’t want to start your estate plan on the wrong foot like Diane did. Diane is a busy mother of twins. She wants her children to be protected should something happen to her. Her idea is that, “Planning an…
Read full article
Taxes are always confusing. Tax laws change daily. How are you going to stay on top of all this? You must rely on professionals to give you proper advice. Paying taxes can eat up your estate’s assets and destroy your dreams for your family. You can, however,…
Read full article
416 769 - 9800